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OXFORD FINANCIAL GROUP, LTD. LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OXFORD FINANCIAL GROUP, LTD. LLC on IJH, newest first. How the timeline and the estimate are built.

OXFORD FINANCIAL GROUP, LTD. LLC held 36,482 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,482 shares
    Change vs previous 13F -1,935 shares

    0.14% of the 13F portfolio, value $2,813,127.

    13F-HR 0001398344-26-014028 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,417 shares
    Change vs previous 13F -1,205 shares

    0.14% of the 13F portfolio, value $2,594,300.

    13F-HR 0001398344-26-008494 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,622 shares
    Change vs previous 13F -4,280 shares

    0.14% of the 13F portfolio, value $2,615,052.

    13F-HR 0001398344-26-003025 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 43,902 shares
    Change vs previous 13F +6,262 shares

    0.16% of the 13F portfolio, value $2,865,045.

    13F-HR 0001398344-25-020854 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,640 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $2,334,433.

    13F-HR 0001398344-25-015547 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,805 shares
    Change vs previous 13F -370 shares

    0.15% of the 13F portfolio, value $2,205,922.

    13F-HR 0001398344-25-009589 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,175 shares
    Change vs previous 13F +9,535 shares

    0.15% of the 13F portfolio, value $2,378,684.

    13F-HR 0001398344-25-002405 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,640 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,784,845.

    13F-HR 0001398344-24-020512 filed by OXFORD FINANCIAL GROUP, LTD. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).